account_balance

Investment manager · 13F filer · SEC CIK 1655006

Nwam LLC

Reported value$2.09Bas of Sep 30, 2026
Positions701 51 new, 34 sold out
Top 10 weight25.6%MSFT alone is 6%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MSFT Microsoft Corp 5.8% HeldAAPL Apple Inc. 4.4% HeldNVDA NVIDIA Corp 2.7% Added +2%
QQQ Invesco QQQ Tr 2.3% Added +3%
VUG Vanguard Index FDS 2.2% Held
VTV Vanguard Index FDS 1.9% Added +4%
AVGO Broadcom Inc. 1.6% Trimmed −3%AMZN Amazon.com Inc 1.6% Held
ITOT iShares Tr 1.5% Held
IWF iShares Tr 1.5% Held
GOOG Alphabet Inc. 1.1% HeldBRK-B Berkshire Hathaway Inc 1.1% Added +15%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • SPYM −15%
  • BA −12%
  • UPS −11%
  • CCJ −11%
remove_circleSold out
  • DFAC $16.3M
  • UFO $4.99M
  • PL $4.34M
  • BTU $2.61M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist